Agree, but that infers the JV is in alignment. Maybe Gina just wants to see ED shored up before launching. It's not like ED upside is currently priced in.
the Macquarie update has Walyering production capped at 24Tj/day ongoing which contrasts to what SH have been advised the Macquarie update has WE FID delayed, nothing from the company, yet
Let's just hope that the Analyst from Macquarie is as dumb as we all think he is.
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